SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Financial Engines Advisors L.L.C.'s Holding History (CIK: 0001420473)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 79,504 Value ($000) $2,181 Avg Close Range
Q3 2025
Shares 69,659 Value ($000) $1,902 Avg Close Range
Q2 2025
Shares 54,083 Value ($000) $1,433 Avg Close Range
Q1 2025
Shares 43,183 Value ($000) $1,207 Avg Close Range
Q4 2024
Shares 38,659 Value ($000) $1,056 Avg Close Range
Q3 2024
Shares 9,016 Value ($000) $762 Avg Close Range
Q2 2024
Shares 9,303 Value ($000) $732 Avg Close Range
Q1 2024
Shares 12,286 Value ($000) $991 Avg Close Range
Q4 2023
Shares 12,527 Value ($000) $954 Avg Close Range
Q3 2023
Shares 11,867 Value ($000) $840 Avg Close Range
Q2 2023
Shares 10,650 Value ($000) $773 Avg Close Range
Q1 2023
Shares 10,995 Value ($000) $804 Avg Close Range
Q4 2022
Shares 8,735 Value ($000) $660 Avg Close Range
Q3 2022
Shares 8,566 Value ($000) $569 Avg Close Range
Q2 2022
Shares 5,659 Value ($000) $405 Avg Close Range
Q1 2022
Shares 2,708 Value ($000) $214 Avg Close Range
Q3 2018
Shares 113 Value ($000) $6 Avg Close Range